International tax reform affecting the funds management industry paper

Member Price: $57.00

Non Member Price: $75.00

Publication date: 16 Feb 06


Australia is the fourth largest mutual fund marketplace in the world. This paper examines the rapid growth in Australia's funds management industry, a development largely fuelled by the Government mandated employer superannuation contribution arrangements, leading to a growth in superannuation fund assets, many of which are invested in managed funds.

Author profile:

Greg is a financial services Tax Partner with PricewaterhouseCoopers and is the National Leader of its investment management tax practice. He has been heavily involved in the consultation process for recent tax changes designed to improve the attractiveness of Australian funds to non-resident investors.
Current at 22 November 2005



This was presented at 2006 Financial Services Taxation Conference: From every angle.

Purchase all materials from this event

Get a 20% discount when you buy all the items from this event. To purchase individual items from this event, please see below.

Purchase individual materials from this event:

Interpreting and applying the tax regime in practice - a legal perspective
Author(s):  Jennifer DAVIES

Interpreting and applying the tax regime in practice - an ATO perspective
Author(s):  Ashley KING,  George HITTI

Taxation of financial arrangements
Author(s):  Neil WARD

Capital raising and the debt/equity borderline
Author(s):  Tony FROST

Indirect taxes and insurance products
Author(s):  Sonia SPIROPOULOS

Capital protected products
Author(s):  Jason KING

Material from this session:

Rationalisation of legacy life and funds products
Author(s):  Andrew MILLS

Tax relevant products - current issues
Author(s):  Phillip COLE

The tax effects of IFRS for banks
Author(s):  Richard BUCHANAN

IFRS for insurers and fund managers
Author(s):  Grant PETERS

Distributions of excess capital
Author(s):  Geoff GIRVAN

Material from this session:

Mergers and acquisitions in a post-consolidation world
Author(s):  Martin FRY

International tax reforms affecting the funds management industry
Author(s):  Greg LAZARUS

Developments impacting thin capitalisation for financial institutions
Author(s):  Jeff SHAW

Transfer pricing - practical issues in the Asia Pacific region
Author(s):  Agnes LINGANE

Managing tax risks in other jurisdictions arising from acquisitions
Author(s):  Neil BILLYARD

Australian taxation aspects of investment in Asia
Author(s):  Tony CLEMENS

Copyright Statement